Forum Archive Index - March 2001

["Mike Beal" <mike.beal@amb.co.nz>]

Don't take everything so literally Michael......ok, I'll settle for
$5.....but I'll try to just like this stock a lot - no sense in worrying my
fiance about affairs with carbonated drinks producers.

Regards,

Mike.




----- Original Message -----
From: Michael Gore <michgore@paradise.net.nz>
To: <sharechat@sharechat.co.nz>
Sent: Thursday, March 01, 2001 10:22 AM
Subject: Re: [sharechat] Frucor - unleash the Beast !!


> This is just pure fantasy.  Rule No. 1 Never fall in love with your
stocks.
> michael
> ----- Original Message -----
> From: "Mike Beal" <mike.beal@approved.co.nz>
> To: <sharechat@sharechat.co.nz>
> Sent: Thursday, March 01, 2001 8:21 AM
> Subject: Re: [sharechat] Frucor - unleash the Beast !!
>
>
> > 'Burn' is not Coke's response to 'V' - I think Burn is more aimed at
> > combatting Red Bull in the club/bar scene.  Coke's response to V is
'Lift
> > Plus' - a feeble competitor for V - it looks like a bunch of fifty year
> olds
> > have got together and said "Mmm, we need cool packaging" - but it's no
> match
> > for Frucor's superior marketing/packaging - it must have a tiny
percentage
> > of the market when compared to V.
> >
> > Who cares if there has been distribution problems in the UK when
> > international revenues go up 230%!?  Frucor's going to make a stack of
> money
> > even if the UK's a disaster...but if the UK does okay then Frucor will
go
> > mental.
> >
> > Look at Baycorp with revenues growing at, say 25-30% p.a. and the way
that
> > stock has zoomed over the past couple of years - it now has a p/e of 52.
> > Frucor has a p/e of EIGHT and it's revenues are increasing MASSIVELY!
> >
> > You're all mental if you don't buy this stock right now!
> >
> > Disc: Geared into this stock from day one...hoping to retire early when
it
> > hits $10 in a couple of years.
> >
> >
> >
> > > Interesting marketing by Frucor - although this target market bares a
> lot
> > of
> > > resemblances to the attitudes and traits of the younger "fickle"
teenage
> > > market.
> > >
> > > One has also noticed a heavy presence of advertising for Coke's new
> "Burn"
> > > product.  FRU shareholders will be hoping that its competitor is not
> true
> > to
> > > label in its impact on market share.
> > > We all no that Coke has rather deep pockets when it comes to
> advertising,
> > > promotions etc.
> > >
> > > Should prove an interesting period for FRU.  One suspects that the
> intial
> > > jump they thought they were going to get on their rivals has ended up
> > being
> > > a standing start due to distribtion problems etc.
> > >
> > > Disc.  Did own but quit at $2.30.  Would considering buying more at
> around
> > > $1.70 and/or when the company indicates that distribtion problems in
> Aust.
> > > and the UK have been bedded down.  To my mind they haven't yet.
> > >
> > >
> > >
> > > >From: "nick" <acummin@es.co.nz>
> > > >Reply-To: sharechat@sharechat.co.nz
> > > >To: <sharechat@sharechat.co.nz>
> > > >Subject: Re: [sharechat] Frucor - unleash the Beast !!
> > > >Date: Wed, 28 Feb 2001 18:48:58 +1300
> > > >
> > > >            The beast was cetainly unleashed on the NZSE today.
> > > >  Up seven on heavy volume, looks like the result is being well
> recieved.
> > > >When you compare it with the likes of  FLB,FFS , THL etc it looks
> > > >positively brilliant.
> > > >             nick
> > > >
> > > >While not a Frucor shareholder I was in Sydney last week and thought
> the
> > > >Chatters might be interested to know that "V" billboards are
plastered
> > all
> > > >over the City and it seems to be a major sponsor of the Mardi Gra.
The
> > > >slogan being used is "Unleash the Beast".  Very appropriate I
feel....!
> > > >
> > > >
> > > >
> > > >
> > >
> >
>
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